1858 Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-130,069
| Closed | -$2.92M | – | 124 |
|
|
2025
Q1 | $2.92M | Buy |
130,069
+1,919
| +1% | +$43K | 2.47% | 10 |
|
|
2024
Q4 | $2.84M | Buy |
128,150
+2,171
| +2% | +$48.2K | 2.25% | 13 |
|
|
2024
Q3 | $2.85M | Buy |
125,979
+1,730
| +1% | +$39.2K | 2.35% | 10 |
|
|
2024
Q2 | $2.74M | Sell |
124,249
-1,204
| -1% | -$26.6K | 2.28% | 11 |
|
|
2024
Q1 | $2.81M | Hold |
125,453
| – | – | 2.66% | 5 |
|
|
2023
Q4 | $2.81M | Buy |
+125,453
| New | +$2.81M | 2.66% | 5 |
|